Legal case managers: never miss adding related contacts

Case managers accepting or transferring cases miss adding related contacts, causing ownership gaps and risking filing delays. Create high-priority tasks so intake adds the other party.

Overview

Missed related contacts create ownership gaps and can delay filings. This workflow fires a high-priority task at case acceptance or transfer and routes it to intake so every other party is added to the matter, eliminating ownership gaps and keeping matter records complete.

Notable Features

Create high-priority intake tasks
Assign tasks by case type
Check matter for existing contact